Sterling Financial Group, Inc.

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Sterling Financial Group, Inc. Sterling Financial serves businesses and families with customized, personal financial planning.

Sterling Financial provides objective, impartial advice based on client need, value for money, and fitness for purpose. Always accessible, we're passionate about what we do and aim to form life-long relationships with our clients. We believe that relationship is key to your future security and prosperity.

Thinking about a prepaid debit card? Consider the pros and cons.
10/28/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
10/26/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
10/21/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
10/19/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

You’re the conductor of your 401k, IRA and taxable savings.
10/12/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
10/07/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Concerned about the social impact of your investments?
10/05/2026

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
09/30/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
09/28/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Thinking of volunteering in retirement? Some considerations.
09/23/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

Address

119 S. Trade Street, Ste 101
Matthews, NC
28105

Telephone

+17048450720

Website

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